德国制药公司拜恩泰科BioNTech市场前景及投资研究报告-培训课件外文版2024.6德甲勒沃库森

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01OverviewEstimatedtotalglobalbiotechdrugssalesfrom2012to2023(inbillionU.S.dollars)Globalbiotechdrugsalesestimate2012-2023500450400350300250436436419292274247227197200150100501791741621490201220132014201520162017*2018*2019*2020*2021*2022*2023*3Description:In2012,globalsalesfrombiotechnologydrugsstoodat149billionU.S.dollars.Thisvolumeisexpectedtoincreasetoover430billiondollarsin2022and2023.Biotech'sshareofthetotalglobaldrugmarketiscontinuouslygrowing.

ReadmoreNote(s):WorldwideSource(s):EvaluateDistributionofglobalpharmaceuticalsalesfrom2014to2028,bytechnologyPercentageofglobalpharmaceuticalsalesbytechnology2014-2028BiotechnologyConventional/Unclassified120%100%80%60%40%20%0%57%56%61%61%61%61%60%60%69%68%72%71%75%74%76%43%44%39%39%39%39%40%40%31%32%28%29%25%26%24%2014201520162017201820192020202120222023*202420252026202720284Description:Thisstatisticdepictstheglobalpharmaceuticalmarketsales-includingprescriptionandover-the-counterdrugs-from2014to2028,categorizedbytechnology.In2022,biotechnologyaccountedfor39percentofpharmaceuticalsalesworldwidewhileconventionalorunclassifiedtechnologyaccountedfor61percent.Biotechnologyallowsfortheutilizationoflivingsystemsandorganismstocreatepharmaceuticalproducts.ReadmoreNote(s):Worldwide;asofAugust2023Source(s):EvaluateForecastedmRNAproductrevenueworldwidefrom2021to2035*(inbillionU.S.dollars)ForecastedrevenueofmRNAmarketrevenueworldwide2021-203560505040302010023212019181817171616142021**202420262027202820292030203120322033203420355Description:In2021,revenuesofmRNAproductswillcomeonlyfromCOVID-19vaccines,forecastedtoreacharound21billionU.S.dollarsworldwide.ThisstatisticillustratestheforecastedrevenueofmRNAproductsworldwidefrom2021to2035.

ReadmoreNote(s):Worldwide;asofSeptember2021;*Risk-adjustedrevenues.Thesourcedidnotprovideforecastsforsomeyears.**2021figuresrepresentonlyapproximateCOVID-19vaccinesales.

ReadmoreSource(s):Expert(s)(W.Xieetal.);NatureLeadingpharmaceuticalproductsbysalesworldwidein2023(inbillionU.S.dollars)Toppharmaceuticalproductsbysalesworldwide2023SalesinbillionU.S.dollars100Keytruda(Merck&Co.)Comirnaty(BioNTech/Pfizer)*Humira(AbbVie)5152025253015.314.413.9Ozempic(NovoNordisk)Eylea(Bayer/Regeneron)Eliquis(BMS)12.912.211.911.610.9Biktarvy(Gilead)Dupixent(Sanofi/Regeneron)Stelara(J&J)Darzalex(J&J)9.76Description:Unlikeinthetwoyearsbefore,COVID-19vaccineComirnatydidnotmaintainitsplaceastheglobaltoprankedpharmaceuticalproductbasedonrevenue.Merck'scancerdrugKeytrudaisthenewbest-sellingdrugworldwide,withsome25billionU.S.dollarsofrevenue.Humiracameinasthirdrankeddrugin2023,withrevenuestotaling14.4billiondollars.ReadmoreNote(s):Worldwide;*Pfizer'ssaleswere11.2billionUSDandBioNTech`swereabout4.1billionUSD.ReadmoreSource(s):Varioussources(companydata);Website()DailystockpriceindexesofselectedpharmaceuticalscompaniesfromJanuary6,2020toApril26,2023Dailystockpriceindexesofselectedpharmaceuticalsfirms2020-2023BioNTechRochePfizerModerna3,0002,5002,0001,5001,00050007Description:ThisstatisticshowsthestockpricedevelopmentofselectedcompaniesinthepharmaceuticalsindustryfromJanuary6,2020toApril26,2023.AfterdevelopinganddistributingeffectivevaccinesagainstCOVID-19,thestockvaluesofBioNTechandModernaincreasedsubstantiallyduringthisperiod.Moderna'sstockvalueincreasedbycloseto1,700percentbetweenJanuary2020andOctober2021.Similarly,BioNTechsawitshighestvaluationinAugust2021.Incomparison,thestockprices[...]

ReadmoreNote(s):Worldwide;January6,2020toApril26,2023Source(s):YahooCHAPTER

02KeyfiguresRevenueofBioNTechSEfrom2017to2023(inmillioneuros)RevenueofBioNTech2017-202320,00018,00016,00014,00012,00010,0008,0006,0004,0002,000018,976.717,310.63,8192023482.3202061.6127.62018108.620192017202120229Description:In2023,theannualrevenueofbiotechcompanyBioNTechSEstoodat3.8billioneuros,comparedtoaround17.3billioneurosintheyearbefore.ThisstatisticillustratestheannualrevenueofBioNTechSEworldwidefrom2017to2023.OnNovember9th2020,GermanbiotechcompanyBioNTechincooperationwithU.S.pharmagiantPfizerwerethefirsttoannounceaprovenCOVID-19vaccinetobereadyformassproductionbyyear-end.

ReadmoreNote(s):WorldwideSource(s):BioNTechProfitofBioNTechSEfrom2017to2023(inmillioneuros)ProfitofBioNTech2017-202312,00010,292.510,0009,434.48,0006,0004,0002,000930.3202315.20-86-48.32018-179.22019-2,000201720202021202210Description:In2023,theannualprofitofbiotechcompanyBioNTechSEwas930billioneuros,comparedtoaround9.4billioneurosinthepreviousyear.Thisstatisticillustratestheprofit(afterincometaxes)ofBioNTechSEfrom2017to2023.OnNovember9th2020,GermanbiotechcompanyBioNTechincooperationwithU.S.pharmagiantPfizerwerethefirsttoannounceaprovenCOVID-19vaccinetobereadyformassproductionbyyear-end.

ReadmoreNote(s):WorldwideSource(s):BioNTechResearchanddevelopmentexpensesofBioNTechSEin2022and2023,bytype(inmillioneuros)R&DexpensesofBioNTechbytype2022-2023202220231,6001,4001,2001,0008001,470.19875506004002000313COVID-19Non-COVID-1911Description:OnNovember9th2020,GermanbiotechcompanyBioNTechincooperationwithU.S.pharmagiantPfizerwerethefirsttoannounceaprovenCOVID-19vaccinetobereadyformassproductionbyyear-end.In2023,totalR&DexpensesofbiotechcompanyBioNTechSEstoodatsome1.78billionU.S.dollars,ofwhichnearly1.5billioneuroswerespentonnon-COVID-19products.ReadmoreNote(s):WorldwideSource(s):BioNTechTotalassetsofBioNTechSEfrom2017to2023(inmillioneuros)TotalassetsofBioNTech2017-202325,00023,279.123,006.320,00015,00010,0005,000015,830.82,318.62020797.62019653374.72017201820212022202312Description:OnNovember9th2020,GermanbiotechcompanyBioNTechincooperationwithU.S.pharmagiantPfizerwerethefirsttoannounceaprovenCOVID-19vaccinetobereadyformassproductionbyyear-end.In2023,totalassetsofbiotechcompanyBioNTechSEstoodatsome23billionU.S.dollars,adecreasefromaround23.3billiondollarsin2022.ThisstatisticillustratesthetotalassetsofBioNTechSEfrom2017to2023.

ReadmoreNote(s):WorldwideSource(s):BioNTechNumberofemployeesatBioNTechSEfrom2019to2023NumberofemployeesatBioNTech2019-20237,0006,0005,0006,1334,5304,0003,0002,0001,00003,0821,94120201,310201920212022202313Description:Asofyear-endof2023,biotechcompanyBioNTechhadover6,100full-timeemployees,comparedtoaround4,500inthepreviousyear.ThisstatisticillustratesthenumberofemployeesatBioNTechSEfrom2019to2023.OnNovember9th2020,GermanbiotechcompanyBioNTechincooperationwithU.S.pharmagiantPfizerwerethefirsttoannounceaprovenCOVID-19vaccinetobereadyformassproductionbyyear-end.

ReadmoreNote(s):WorldwideSource(s):BioNTechCHAPTER

03CompetitorsRevenueofleadingpublicRNA-basedbiotechcompaniesworldwidein2020.2022,and2023(inmillionU.S.dollars)RevenueofleadingpublicRNA-basedbiotechcompaniesworldwide202320202022202325,00020,00015,00010,0005,000019,26318,4796,8484,2151,8281,2431,037933729587788803493552540AlnylamPharmaceuticalsBioNTech*IonisPharmaceuticalsModernaSareptaTherapeutics15Description:In2020,Modernareportedaround803millionU.S.dollarsofrevenue,buttwoyearsafterthatthecompanymademorethan19billionU.S.dollars,mostlythroughitsverysuccessfulCOVID-19vaccinenamedSpikevax.ThisstatisticillustratesrevenuesofleadingpublicRNA-basedbiotechcompaniesworldwidein2020,2022,and2023.ReadmoreNote(s):WorldwideSource(s):GeneticEngineering&BiotechnologyNews;Varioussources(companydata)MarketcapitalizationofleadingmRNAbiotechcompaniesasofMarchandNovember2023(inbillionU.S.dollars)LeadingmRNAbiotechcompanies'marketcap2023March2023November20236054.895040302010031.2726.9823.951.621.220.430.51ModernaBioNTechCureVacArcturusTherapeutics16Description:AsofNovember8th,2023,U.S.mRNAspecialistModernahadamarketcapitalizationofaround27billionU.S.dollars.Thatwasalmostexactlyonlyhalfofthemarketcapitalizationachievedeightmonthsearlier.ReadmoreNote(s):Worldwide;asofMarch9,2023,andNovember8,2023Source(s):CompaniesMarketCRevenueofModernaInc.from2016to2023(inmillionU.S.dollars)Moderna'srevenue2016-202319,26318,4716,848202380310820613560201620172018201920202021202217Description:Modernageneratedtotalrevenuesofsome6.8billionU.S.dollarsin2023,amassivedecreasecomparedtotheyearbeforewhenitwas19.2billiondollars.ThedropwasmainlyduetothedecreasingdemandforitsCOVID-19vaccineSpikevax.

ReadmoreNote(s):WorldwideSource(s):ModernaLeadingcompaniesbasedonglobalvaccinerevenuein2021(inbillionU.S.dollars)Leadingpharmaceuticalcompaniesbyglobalvaccinerevenue2021RevenueinbillionU.S.dollars051015202530354045PfizerBioNTech42.6322.48SinovacBiotechModerna19.3717.67Merck&CoGlaxoSmithKlineSanofi9.699.327.45Zhifei4.753.98AstraZenecaJohnson&Johnson2.3918Description:GlaxoSmithKlinegeneratedapproximately9.3billionU.S.dollarsfromvaccinesalesin2021,makingitthesixthlargestvaccinecompanyintheworldbasedonrevenue.BeforethepandemicandtheappearanceofCOVID-19vaccines,theBritishpharmaceuticalgiantusedtobethegloballeaderinvaccines.ReadmoreNote(s):WorldwideSource(s):FiercePharma;Varioussources(companyreports)TotalrevenueofMerck&Co.from2006to2023(inmillionU.S.dollars)Merck&Co-totalrevenue2006-202370,00060,11559,28360,00050,00040,00030,00020,00010,000048,70448,04747,26745,98744,03342,23742,29441,51839,498

39,80740,12239,12127,42824,198

23,85022,63620062007200820092010201120122013201420152016201720182019202020212022202319Description:TherevenueofMerck&Co.increasedin2023,risingfrom59.3billionU.S.dollarsin2022toapproximately60.1billionU.S.dollarsin2023.During2021,Merckspun-offitswomen`shealth,biosimilarsandestablishedbrandsbusinessesintoanewpubliclytradedcompanynamedOrganon&Co.ReadmoreNote(s):WorldwideSource(s):Merck&Co.RevenueofSanofifrom2006to2023(inmillioneuros)RevenueofSanofi2006-202350,00045,00040,00042,997

43,07037,76136,126

36,04135,07234,74334,46334,060

33,80933,38935,00030,00025,00020,00015,00010,0005,000032,36731,38030,69329,78528,37328,05227,56820062007200820092010

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201720182019202020212022202320Description:SanofiisagloballeaderinhealthcareandpharmaceuticalsbasedinParis,France.In2023,Sanofigeneratedover43billioneurosinrevenues,thehighestsofar.Ingeneral,thecompany`srevenueshavebeenincreasingsince2006whentheirrevenueswere28.4billioneuros.ReadmoreNote(s):WorldwideSource(s):SanofiCHAPTER

04COVID-19vaccineNumberofCOVID-19vaccinedosesadministeredintheUnitedStatesasofApril26,2023,byvaccinemanufacturerCOVID-19vaccinationsadministeredintheU.S.asofApril2023,bymanufacturer400,000,000366,905,365350,000,000300,000,000250,000,000200,000,000150,000,000100,000,00050,000,0000232,103,95836,032,99420,335,07419,003,955J&J/Janssen87,522880,756OtherPfizer-BioNTechPfizer-BioNTechupdatedboosterModernaModernaupdatedboosterNovavax22Description:AsofApril26,2023,roughly367millionPfizer-BioNTechCOVID-19vaccinedoseshadbeenadministeredintheUnitedStates.ThisstatisticshowsthenumberofCOVID-19vaccinationsadministeredintheUnitedStatesasofApril26,2023,bymanufacturer.ReadmoreNote(s):UnitedStates;AsofApril26,2023Source(s):CDCProposedpriceperdoseandpledgedU.S.taxpayerfundingofselectedCOVID-19vaccinesasofAugust2020SelectCOVID-19vaccinepricingandfundingasofAugust2020Vaccine

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USDmRNA-1273(Moderna)*32-9551200195010002100AZD1222(AstraZeneca)**BNT162b2(Biontech/Pfizer)***Ad26.COV2-S(Johnson&Johnson)***Unnamed(GlaxoSmithKline/Sanofi)****19.50101023Description:AsofAugust2020,Moderna'sCOVID-19vaccinemRNA-1273hadaproposedpricerangeof32to37U.S.dollarsperdose,comparedtotheproposedpriceofapproximately10U.S.dollarsperdoseofJohnson&Johnson'svaccineAd26.COV2-S.ThisstatisticshowstheproposedpriceperdoseandpledgedU.S.taxpayerfundingofselectedCOVID-19vaccinesasofAugust2020.Moderna'shighpricerangealreadyiscriticizedfromsomesidessincethecompanydevelopedthevaccinewith[...]

ReadmoreNote(s):Worldwide,UnitedStates;asofAugust5,2020;*Priceperdoserangesfrom32-37U.S.dollars.**AstraZeneca'svaccine'spriceperdoseis"afewdollars".***Taxpayerfundingpledged:paymentondeliveryof100mdoses.****Taxpayer[...]

ReadmoreSource(s):EvaluateVantage;Varioussources(companydisclosures)MajorshareholdingsatselectCOVID-19vaccinemanufacturersasof2021,byinvestorShareholdingsatselectCOVID-19vaccinecompaniesbyinvestor2021CompanyAstraZeneca3.69%7.24%0.7%7.6%3.4%%Pfizer8.1%7.2%4.9%4.2%4.5%%Moderna4.7%5.2%1.5%%NovavaxJohnson

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JohnsonBioNTechVanguardGroupInc(U.S.)BlackrockInc(U.S.)8%7.4%2%%8.7%7.1%5.3%1.2%1.3%%%0.3%%StateStreetCorp(U.S.)CapitalGroupCosInc(U.S.)WellingtonManagementGroupLLP(U.S.)BaillieGifford(U.S.)%%%%11.2%%%2.8%%BankofAmericaCorp(U.S.)MorganStanley(U.S.)%1.2%0.8%1.1%0.7%%1.3%0.9%1.2%0.9%%2.1%%%%BankofNewYorkMellon(USA)UBS(Switzerland)%%%0.9%%%0.3%24Description:AsofMay2021,U.S.investorBlackrockIncownedmorethansevenpercentoftotalsharesofpharmaceuticalcompaniesAstraZeneca,Pfizer,Novavax,andJohnson&Johnson,respectively.ThestatisticillustratesmajorshareholdingsiatselectpharmaceuticalcompanieswhichareinvolvedinthedevelopmentandproductionofCOVID-19vaccinesasofMay2021,byinvestor.ReadmoreNote(s):Worldwide;asofSeptember6,2021Source(s):Airfinity;AmnestyInternationalShareofPfizer/BioNTechCOVID-19vaccinesdeliveredworldwideas